Block Advisors Accounting Specialist

Block Advisors Accounting SpecialistAs a Block Advisors Accounting Specialist, you will play a crucial role in maintaining accurate financial records for our clients. You will support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations. Provide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed.

Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.Processes various forms of financial information and materials. Enter financial information into accounting or other financial systems, while complying with relevant reporting requirementsHandle basic accounting tasks, including data entry, bank reconciliations, and payroll managementAssist the Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment NetworkPerform reconciliation of accounts and categorize transactions appropriately. Compile monthly and quarterly reporting as neededRaise questions and address client accounting irregularities, providing excellent customer servicePartner with Account Managers and Tax Advisors, providing relevant bookkeeping and payroll information to support the delivery of various servicesPrepare financial reports, including balance sheets, income statements, and cash flow statementsCommunicate with account managers, clients, client suppliers, vendors, and banking contacts.

Assist in client service coverage as needed to ensure service deliveryAssist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnershipsRequired QualificationsHigh school diploma or equivalentKnowledge of bookkeeping practices, generally accepted accounting principles and procedures.National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certificationsMicrosoft Office, specifically Word, Excel and Open Office experienceAbility to multi-task in multiple window applicationsFamiliarity with bookkeeping software, spreadsheets, and database management. Ability to adapt to new tools and automationAnalytical and detail orientedGood verbal and written skillsClient Services experienceAbility to complete assigned projects on time with minimal supervisionAbility to correctly interpret and apply complex instructions, policies and regulationsPreferred QualificationsAssociate's degree in a related field or the equivalent through a combination of education and related work experienceWhy work for usAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.